USA Financial Formulas’s FormFactor FORM Stock Holding History

USA Financial Formulas’s Portfolio FORM Stock Details FORM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$45.8K	Buy	+472	New	+$40.6K	0.01%	227
2024 Q3	–	Sell	-1,079	Closed	-$65.3K	–	305
2024 Q2	$65.3K	Buy	+1,079	New	+$56.3K	0.01%	205
2023 Q4	–	Sell	-92	Closed	-$3.21K	–	416
2023 Q3	$3.21K	Buy	+92	New	+$3.09K	﹤0.01%	287
2021 Q1	–	Sell	-3,925	Closed	-$169K	–	373
2020 Q4	$169K	Buy	3,925 +2,491	+174%	+$90K	0.13%	130
2020 Q3	$36K	Buy	+1,434	New	+$40K	0.03%	136
2020 Q2	–	Sell	-15,708	Closed	-$316K	–	268
2020 Q1	$316K	Buy	15,708 +5,390	+52%	+$129K	0.2%	91
2019 Q4	$268K	Buy	+10,318	New	+$233K	0.11%	99
2017 Q4	–	Sell	-32,166	Closed	-$542K	–	293
2017 Q3	$542K	Sell	32,166 -1,930	-6%	-$27.4K	0.13%	157
2017 Q2	$423K	Buy	+34,096	New	+$440K	0.1%	188

Other funds holding FORM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Polar Capital Holdings London, United Kingdom $22.9B AUM 115.26% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return